Zachary Herrera, financial advisor Garden City NY
93 score

Zachary Herrera

CRD Number: 5296537
Current Firm: Raymond James Financial Services Advisors, Inc.

Zachary Herrera (CRD# 5296537) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Garden City, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Garden City, NY Jun 2012 - Current 4
Raymond James Financial Services Advisors Inc. Garden City, NY Jun 2012 - Current 4
New York Wealth Management Garden City, NY Jun 2012 - Current 4
Morgan Stanley Smith Barney Garden City, NY May 2010 - Jun 2012 2
Neuberger Berman Management LLC New York, NY Oct 2009 - Jun 2010 < 1
Neuberger Berman, LLC New York, NY Mar 2007 - Oct 2009 2
Allianz Global Investors New York, NY Jun 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Zachary M. Herrera
Phone Number: 727-567-5877
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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